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Exencial Wealth Advisors’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Exencial Wealth Advisors’s Portfolio SBIO Stock Details SBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$436K Buy
8,334
+233
+3% +$11.9K 0.01% 428
2025
Q4 		$415K Buy
8,101
+248
+3% +$11.5K 0.01% 429
2025
Q3 		$305K Buy
7,853
+118
+2% +$4.06K 0.01% 451
2025
Q2 		$233K Sell
7,735
-1,868
-19% -$53.4K 0.01% 465
2025
Q1 		$274K Sell
9,603
-335
-3% -$10.6K 0.01% 435
2024
Q4 		$328K Buy
9,938
+134
+1% +$5.06K 0.01% 420
2024
Q3 		$366K Sell
9,804
-487
-5% -$17.8K 0.01% 412
2024
Q2 		$346K Sell
10,291
-674
-6% -$22.6K 0.01% 412
2024
Q1 		$392K Sell
10,965
-1,103
-9% -$38.2K 0.01% 397
2023
Q4 		$398K Sell
12,068
-197
-2% -$5.29K 0.02% 379
2023
Q3 		$334K Buy
12,265
+79
+0.6% +$2.38K 0.02% 349
2023
Q2 		$384K Sell
12,186
-630
-5% -$19.6K 0.02% 333
2023
Q1 		$348K Sell
12,816
-1,238
-9% -$37.4K 0.02% 331
2022
Q4 		$427K Buy
14,054
+103
+0.7% +$3.1K 0.02% 310
2022
Q3 		$420K Sell
13,951
-488
-3% -$15.4K 0.03% 297
2022
Q2 		$400K Buy
14,439
+226
+2% +$6.45K 0.02% 300
2022
Q1 		$478K Buy
14,213
+3,290
+30% +$114K 0.02% 293
2021
Q4 		$461K Buy
+10,923
New +$487K 0.02% 327
2021
Q3 		– Sell
-8,752
Closed -$428K – 429
2021
Q2 		$428K Buy
8,752
+2,287
+35% +$110K 0.02% 336
2021
Q1 		$325K Buy
6,465
+237
+4% +$13.1K 0.02% 344
2020
Q4 		$319K Sell
6,228
-7,671
-55% -$365K 0.02% 302
2020
Q3 		$572K Buy
13,899
+6,835
+97% +$282K 0.03% 244
2020
Q2 		$295K Buy
+7,064
New +$279K 0.03% 270

Other funds holding SBIO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIS
Connors Investor Services Wyomissing, Pennsylvania $1.16B AUM 27.24% 1-Year Est. Return
GAM
Griffin Asset Management New York $949M AUM 24.98% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

Exencial Wealth Advisors's SBIO Position: Q1 2026 in Review

Exencial Wealth Advisors increased its ALPS Medical Breakthroughs ETF (SBIO) stake by 2.9% in Q1 2026, buying an estimated $11.9K and bringing the position to 8,334 shares worth $436K. The position accounts for 0.01% of the portfolio, ranked #428.

Exencial Wealth Advisors first reported a position in SBIO in Q2 2020 and has held it in 23 quarters since. The position peaked at $572K in Q3 2020. 60 funds tracked by Wall St. Rank hold SBIO as of Q1 2026.

  • Exencial Wealth Advisors held 8,334 shares of ALPS Medical Breakthroughs ETF worth $436K as of Q1 2026.
  • Exencial Wealth Advisors bought 233 ALPS Medical Breakthroughs ETF shares in Q1 2026, an estimated $11.9K.
  • ALPS Medical Breakthroughs ETF made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #428 holding.
  • Exencial Wealth Advisors first reported a position in ALPS Medical Breakthroughs ETF in Q2 2020 and has held it in 23 quarters since.
  • Exencial Wealth Advisors's ALPS Medical Breakthroughs ETF position peaked at $572K in Q3 2020.
  • 60 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.